Advisor at Balfour Capital Management
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Balfour Capital Management
Location
Rochester, NY
Credentials
Series 66
Industry experience
12 years
Ziad Wehbe is a financial advisor at Balfour Capital Management with 12 years of industry experience. He holds a Series 66 designation and has worked at Balfour Capital since 2017, with prior experience at Royal Alliance and Principal Life Insurance Company. Balfour Capital Management serves individuals, high-net-worth clients, trusts, estates, corporations, and business owners by providing financial planning and investment management services. The firm focuses on long-term portfolio construction using diversified mutual funds and ETFs, supplemented by REITs, equities, bonds, and options, and offers business consulting services including retirement plan review and succession planning.
Based on Balfour Capital Management
Based on Balfour Capital Management
Financial planning and consulting fees with maximums: Comprehensive Personal Financial Planning up to $10,000, Limited Scope Planning up to $5,000, Business Wealth Consulting up to $30,000.
$0 - $1,000,000: 1.50% $1,000,001 - $2,000,000: 1.25% $2,000,001 - $5,000,000: 1.00% $5,000,001 - $10,000,000: 0.75% $10,000,001+: 0.50%
Account minimum: $100,000 Fee-only: Investment advisory fees billed quarterly in advance based on AUM; Financial planning fees up to $10,000 annually; Limited Scope Planning fees up to $5,000 annually; Business Wealth Consulting fees up to $30,000 annually.
Rochester, NY
New York
Balfour Capital, LLC
2017 - Present (9 years)
Royal Alliance
2012 - Present (14 years)
Principal Life Ins Co
2011 - Present (15 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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